Please scroll down, To apply

Portfolio Specialist

hiring now

Atlantic Group

2021-12-03 09:58:03

Job location Cos Cob, Connecticut, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The firm is a private investment firm focused on credit and special situations investing, has more than 150 employees and manages approximately $15 billion in capital.. Located just 45 minutes by train outside of Manhattan, Greenwich, CT is home to many private investment firms, attracting talented professionals residing in New York City.


Responsibilities


- Work with various teams throughout the Firm to manage liquidity needs based on the activity pipeline and coordinate capital activity for Funds across the platform

- Prepare weekly reporting and conduct ad-hoc analysis around Fund liquidity, capacity & leverage

- Work with custodians & financing providers daily in support of the Fund's various financing facilities; prepare borrowing and repayment instructions to ensure all funding obligations are met and cash is managed efficiently

- Monitor, reconcile & report on ongoing compliance requirements in connection with financing facilities; liaise with investment team to understand potential changes to the portfolio and proactively manage facility implications

- Assist with and lead group projects to streamline new/existing processes and reduce operational risks

- Learn to model the impact of new financings (credit facilities, bond offerings, CLOs) on Fund returns, leverage, capacity and portfolio construction

- 3-5 years of experience at a hedge fund, private credit fund, major bank or similar institution; direct portfolio financing and liquidity management experience is a plus

- Fundamental understanding of credit products and markets, including bank loans and corporate bonds

- Strong Excel skills with experience operating and building financial models

- Experience working with financing lines/products including asset based lending facilities, CLOs, unsecured bonds, subscription facilities, prime brokerage, repo and swap is a plus.

- Familiarity with liquidity management & cash optimization

Inform a friend!

<!– job description page –>
Top